Senior Private Wealth Trust Advisor

Hancock Whitney; New Orleans (LA); On-site; USD 95,000 - 150,000; Full time

Job summary

Hancock Whitney in New Orleans, LA seeks a Trust Advisor 3 to manage and develop complex wealth management client relationships within Private Wealth Management. You will oversee estates, trusts, guardianships, and agency relationships, coordinating with investment and trust teams to deliver fiduciary and investment services.

The role requires a Bachelor’s degree, 8 years of relationship management in banking, and preferred Series 7 and 66 licenses; travel may be required; strict compliance with

Qualifications

• Bachelor’s degree in business or related field.
• 8 years of relationship management experience in banking or financial services.
• Series 7; Series 66 (or Series 63 and 65) licenses are strongly preferred and will allow for maximum incentive opportunity.

Responsibilities

• Develop and manage large, complex trust relationships.
• Administer and invest for accounts per governing documents.
• Coordinate with investment and trust teams to service clients.
• Ensure compliance with bank policies, procedures and applicable laws.
• Seek new business opportunities through professional networks and centers of influence.
• Provide guidance and oversight to assigned team on trust relationships.

Skills

Relationship management

Banking knowledge

Sales experience

Education

Bachelor’s degree

Series 7 license

Series 66 license

Job description

Hancock Whitney in New Orleans, LA seeks a Trust Advisor 3 to manage and develop complex wealth management client relationships within Private Wealth Management. You will oversee estates, trusts, guardianships, and agency relationships, coordinating with investment and trust teams to deliver fiduciary and investment services.

The role requires a Bachelor’s degree, 8 years of relationship management in banking, and preferred Series 7 and 66 licenses; travel may be required; strict compliance with